Helping Your Business Clients Send Form 1099s Before the Deadline
The beginning of tax season is crunch time for businesses. The deadline to send 1099s to the IRS is January 31st, and it’s… Read more
5 Tips for Assisting Unhappy Tax Clients
No tax preparer wants their clients to be unhappy, but frustrations are sometimes unavoidable. Knowing how to deal with… Read more
10 Tips to Increase Client Retention
In some cases, it can be five times more expensive to gain a new customer than to retain an existing one. For successful, sustainable… Read more
TaxSlayer Pro Client Retention Reports
A client retention report is an easy way to keep track of your clients and be more connected with them. This tool helps send… Read more
4 Ways to Re-engage Clients from Previous Seasons
Attracting new clients is essential to any tax business, but it’s equally important to re-engage with clients from… Read more
How to Gain and Nurture Leads for Your Tax Prep Business
Gaining and nurturing leads is an important factor when growing your tax business. Here’s how you can develop a lead generation… Read more